Does Your Financial Reporting on Dynamics Feel Like a House of Cards?

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If your organization has complex reporting needs – like multiple entities or frequently changing reporting demands – then you may relate to the feeling that accounting professionals get during the financial close process…

Holding your breath, piecing together all the complexity, hoping nothing breaks when you:

  • Add new accounts
  • Create new divisions or products
  • Reorganize rollup structures
  • Change the Chart of Accounts
  • Expand through acquisitions
  • Consolidate data from different GL systems


These are the types of challenges that FYIsoft’s financial reporting for Dynamics solves for Microsoft customers, and just some of the ways we automate these time-consuming processes and reduce financial reporting time 50% and more.


For Dynamics customers, FYIsoft is a unique financial reporting solution that merges the benefits of 1) cloud software, 2) enterprise features and functionality, and 3) easy-to-use software that enables finance teams to work independently, without reliance on IT assistance.

Dynamics customers repeatedly share that the “transition from Management Reporter was so easy…” But don’t let the simple usability fool you. There is a lot of power packed into FYIsoft’s solutions, all designed to streamline and automate financial reporting processes:

  • Automated consolidation of financial data from multiple entities (e.g., companies, locations, departments, divisions), GL systems, or currencies.
  • Automated report distribution sends all financial report packages to all the right people with just one click.
  • Automated report formatting creates presentation-ready financial statements with no manual editing required.
  • Automated visualization of financial data with robust, pre-formulated dashboards, KPIs, ratios, and trends when combined with our fully integrated AnalyticsFYI module.
  • Automated integration of budgets, preparation of rolling forecasts, and new budget scenarios when combined with our fully integrated BudgetFYI module.


Below are just a few of the amazing results that our customers are experiencing:

  • "Reporting used to be someone's full time job. Now it takes just a few hours. We've saved 152 hours every month." -Chip Ellis, CFO
  • "We can now distribute all reports to all 400+ stores with just one click. It's a huge time saver especially during close." -Brook Artz, Controller
  • "Excel is flexible but corruptible, which makes it dangerous for financials. We've reduced reporting time 50% with FYIsoft." -Becky Roth, Financial Analyst

Browse our case studies to see more transformative results from our Dynamics customers.

If your company could benefit from results like these, schedule a personalized demo for your team and see what FYIsoft can do for you.

By FYIsoft,

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